FEE-FOR-SERVICE

Editorial

The Financial Planning Association has clearly defined the difference between planners and accountants and why one size does not fit all with respect to remuneration, Mik...

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Financial planning

Charging commissions for life/risk advice may be more professional than a fee-for-service model as they were only paid if advisers achieved a claim result for clients, Sy...

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Accounting

Count Financial points to utility of fee-for-service for accountants entering financial planning space....

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Life/Risk

Lawyer warns that LIF legislation, as currently drafted, could see adviser fees counted as part of capped benefits....

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Features

Col Fullagar considers the difference between service and financial advice within the adviser value proposition framework amidst the debate around adviser remuneration mo...

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Financial planning

Financial advisers need to start thinking about flat fee for service arrangements becoming the new normal....

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Financial planning

FSGs should be part of the national register of advisers to prevent consumers getting skewed information from commercially operated websites. ...

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Life/Risk

ASIC’s upcoming report on risk insurance churn is likely to lead to further debate on removing commissions but would overlook the related costs of advice according to Syn...

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Financial planning

Advisers urged to charge clients flat fees instead of claiming commissions, to avoid conflicts of interest. ...

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Financial planning

Moving licensees or client books should not trigger an automatic loss of grandfathered revenue, according to financial services lawyer. ...

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Financial planning

Bombora new signing moves across from Lonsdale Financial Group....

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Funds management

Former fund manager claims actively managed funds’ fees charge investors more than once for same services....

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Financial planning

FOFA regulations require planners to outline platform and investment choices in SOAs....

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Financial planning

Having a successful discussion with clients about fees can revolve around emphasising service delivery rather than value....

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Financial planning

Financial planners might struggle to articulate their value to passive clients come fee disclosure statement time, according to Elixir Consulting’s Sue Viskovic....

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

4 days 2 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

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Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

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The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

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